基本資料

投資策略

本子基金目標為達成以美元計價之最高可能資本成長。

於考慮風險分散原則的同時，子基金主要投資於設址及/或主要業務活動於遠東及/或大洋洲（日本除外）之公司所發行之股票、股票型可轉讓有價證券及參與憑證等等。遠東在此是指馬來西亞、新加坡、南韓、泰國、印度、中國等之國家，但不包含日本。

基金經理人

• Zhang Jin
• 資歷 1年(2020-06-30 至今)

• Mr. Jin Zhang, Executive Director, Portfolio Manager, Senior Research Analyst
  Mr. Zhang joined Vontobel Asset Management in November 2005 as a senior research analyst and was promoted to deputy portfolio manager of the firm’s Emerging Markets Equity Strategy in June 2016. In additional to his portfolio management responsibilities Mr. Zhang maintains his research responsibilities focusing on the consumer staples and financial sectors. Mr. Zhang began his financial career in 2000 as an equity analyst at Lehman Brothers. Previously, Mr. Zhang worked in the finance department of General Electric (China) where he graduated from the Financial Management Program in 1998. Mr. Zhang received an M.B.A. in financial management from the MIT Sloan School of Management and a B.A. in economics from Beijing University. Jin Zhang is a CFA® charterholder.

• Bandsma Brian
• 資歷 5年(2016-03-07 至今)

• Mr. Brian Bandsma, Executive Director, Portfolio Manager, Senior Research Analyst 
  Mr. Bandsma joined Vontobel Asset Management, Inc., in November 2002 as a senior research analyst. Mr. Bandsma focuses on researching companies in the Information Technology, Financial, Telecom Services and Consumer Discretionary sectors. In 2013, in addition to his research responsibilities he was promoted to deputy portfolio manager of the Vontobel Far East Equity Strategy and became the lead portfolio manager of the strategy in 2016 while also becoming deputy portfolio manager on the firm’s Emerging Markets Equity Strategy. In addition to his portfolio management duties, Mr. Bandsma continues to conduct research analysis on individual stocks which may be included in the firm’s other strategies. This is consistent with the investment team structure at Vontobel. Prior to joining Vontobel, Mr. Bandsma began his financial career in 1998 at Sanford C. Bernstein & Co where he was a senior associate and analyst until 2002. He received an M.B.A. in finance and accounting from NYU Stern School of Business and a B.A. in finance from Grand Valley State University.

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